Advisory services offered through A&M Private Wealth Partners, LLC (AMPWP), a registered investment adviser. AMPWP acts solely in our capacity as a registered investment adviser and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary.
Alvarez & Marsal (A&M) is a global professional services firm that provides organizational advisory, business performance management and turnaround management services.
Past performance is not indicative of future results. Investing in securities involves risk of loss that you should be prepared to bear, including the possible loss of principal. AMPWP makes no warranty as to the performance of any underlying investment in your account and cannot assure that preservation of capital or appreciation of capital will be realized. Investment in foreign securities involves additional risks, including political and economic developments, foreign taxation, exchange rate fluctuations and differences in accounting standards. AMPWP recommends a variety of security types for clients’ accounts, and each security type has its own risks, which are described more fully in AMPWP’s Form ADV Part 2A Brochure and the product’s prospectus or offering documents. AMPWP’s Form ADV Part 2A Brochure is available at https://adviserinfo.sec.gov/firm/summary/331478.
The prices of equity securities can decline in value if the issuer’s financial condition declines or in response to overall market and economic conditions. Investments in smaller companies and mid-size companies may involve greater risk and price volatility than investments in larger, more mature companies. Fixed-income securities are subject to interest rate risk and credit quality risk. The market value of fixed-income securities generally declines when interest rates rise, and an issuer of fixed-income securities can default on its payment obligations. Investment in foreign securities involves additional risks, including political and economic developments, foreign taxation, exchange rate fluctuations and differences in accounting standards. Diversification does not assure a profit or protect against a loss.
Alternative investments, such as private equity funds, hedge funds, are illiquid investments and are not suitable for all investors. Investors considering an investment strategy utilizing alternative investments should understand that alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or few alternative investments.
Digital Assets, also known as cryptocurrency, virtual currency, digital currency, digital commodities or “coins,” are a way of holding assets electronically that represent a variety of rights. Digital assets come with significant risk, including regulatory changes, technological developments, market acceptance, tax risks and perception issues. Their value can be highly volatile, influenced by global demand, government policies, market manipulation efforts and other factors.